Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,607 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
13,709
shares
|
$1.27 Million
0.88% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Moulton Wealth Management, Inc
|
Jul 07, 2025 Q2 2025 |
13,617
shares
|
$1.26 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
13,615
shares
|
$1.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
13,484
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2023
Reduced 0.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,474
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
13,437
shares
|
$1.25 Million
0.39% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
13,410
shares
|
$1.24 Million
1.13% of portfolio
|
Q2 2025
Added 478.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
13,404
shares
|
$1.24 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
13,332
shares
|
$1.24 Million
0.08% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
13,298
shares
|
$1.23 Million
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
13,152
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
13,084
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Added 55.82%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
13,055
shares
|
$1.21 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
12,942
shares
|
$1.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.81%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
12,942
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
12,837
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
12,828
shares
|
$1.19 Million
0.89% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,674
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Added 267.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,663
shares
|
$1.18 Million
0.16% of portfolio
|
Q1 2025
Added 411.84%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
12,650
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.04%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,640
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,635
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,580
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 242.87%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
12,523
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
12,511
shares
|
$1.16 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.23%
|